Knowledge Base
How to integrate Stripe with GoKollab
GoKollab group owners can now integrate their Stripe accounts to seamlessly collect payments. This feature allows you to create and manage paid groups within GoKollab, enhancing your group’s monetisat...
Updated 8/13/2026
Associations Between Opportunities, Companies & Custom Objects
With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom Objects—and also connecting Companies directly to Cus...
Updated 8/13/2026
Association Limits
What Are Association Limits? Association limits let you control how many records can be linked together between objects. These rules ensure data remains organized, prevent over-association, and are no...
Updated 8/13/2026
Tasks Across Multiple Objects
Manage follow-ups where the work really happens. Multi-Object Task Associations let you link a single task to Contacts, Opportunities, Companies, and Custom Objects—up to ten records of each type—so y...
Updated 8/13/2026
CRM Notes Association – Link Notes Across Contacts & Opportunities
Keep your CRM notes cleaner, more focused, and easier to manage! With Notes Association and Delinking, you can now choose whether a note is linked to a contact, an opportunity, or both—giving you comp...
Updated 8/13/2026
Efficiently Using RYB Platform Notes for Managing Contacts, Opportunities and Company Records
RYB Platform Notes help teams capture important details, track updates, and keep everyone aligned when working with contacts, opportunities, and company records. This article explains how Notes work i...
Updated 8/13/2026
CRM FAQs
TABLE OF CONTENTS Sample Data in CRM Can I remove or modify the sample data provided in my new subaccount? What if I don't have a default pipeline set for my location? Will existing subaccounts receiv...
Updated 8/13/2026
Viewing Your CRM Records: List Views, Sorting, and Filters
CRM List View lets you review records in a clean, tabular layout with quick controls to filter, sort, and customize visible columns. This makes it easier to scan large record sets, spot patterns, and ...
Updated 8/13/2026
Searching an Object Record
This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhan...
Updated 8/13/2026
How to Bulk Import Companies Using a CSV File
Bulk Import for Companies lets you add or update Company records in RYB Platform using a CSV file and a guided import wizard. This article explains how the import flow works, how to map fields safely,...
Updated 8/13/2026
Import Contacts and Automatically Create Associate Companies
At the moment, Contacts and Companies are imported separately. However, you can still successfully create and associate them using the workflows below. This guide covers all possible scenarios: Contac...
Updated 8/13/2026
Company Based Workflows - Company Triggers & Actions
Take your B2B automation to the next level. Company-Based Workflows let you trigger and run automations directly on Company records—so you can onboard accounts, sync data, and keep every contact in-st...
Updated 8/13/2026
Getting Started with Companies
The Companies feature in RYB Platform allows you to manage your business relationships at the company level, rather than solely focusing on individual contacts. This feature is particularly helpful fo...
Updated 8/13/2026
List View for Custom Objects: Sort, Filter, and Manage Records
Custom Objects List View makes it easier to review, organize, and manage custom object records in RYB Platform. It provides a clean table layout, flexible field visibility, and quick sorting options s...
Updated 8/13/2026
Advanced Filters for Custom Objects
The following document provides a comprehensive guide on how to use the Advanced Filters feature for custom objects. This feature allows users to apply detailed filters across various fields, includin...
Updated 8/13/2026
Custom Object Audit Logs
This feature will allow you to track and monitor key actions such as creating, updating, or deleting custom objects, custom object records, and associations between objects. Initially available to Bet...
Updated 8/13/2026
Creating and Updating Custom Object Records
This support document provides a detailed guide on how to create and update custom object records within the platform. If you're managing various custom objects like pets, cars, or any other custom da...
Updated 8/13/2026
Creating and Editing Custom Objects
Create and manage Custom Objects in RYB Platform to model data beyond Contacts and Opportunities—like Properties, Pets, Cases, or Vehicles. This guide shows where Custom Objects are supported across t...
Updated 8/13/2026
Getting Started with Custom Objects
Custom Objects let you model anything your business tracks that doesn’t fit neatly into Contacts, Companies, or Opportunities . They’re ideal when your CRM needs to reflect real-world entities, relati...
Updated 8/13/2026
How to Integrate Jobber with RYB Platform
RYB Platform now integrates with Jobber to keep client data aligned between operations and marketing. This article explains what the integration does, who it’s for, and how to set it up—covering two‑w...
Updated 8/13/2026